Knowledge Anywhere

• Provide support to the respective client Relocation and Global Mobility teams to provide high quality management and partnership of their respective programs. • Demonstrate knowledge of client specific assignment and relocation policies/programs • Handle relocation, assignments & tax related questions and escalations from client employees, HRBPs, recruiters and other internal stakeholders. • Consulting on the appropriate assignment type, program and specific program provisions to meet the needs of the employees and business while remaining compliant from a tax and immigration standpoint. • Coordinating Tax and Immigration assessments. • Consulting with Hiring Managers/HRBPs on assignment benefits and processes, as well as finding ways to maintain costs. • Prepare cost estimates of the proposed assignment based on the program provisions. • Initiate relevant assignment services with other Client appointed vendors (Tax service provider, immigration vendor, Cartus, etc) and partner with the vendors to ensure a seamless mobility experience. • Maintaining and updating Client assignment database. • Assessing business trips requests. • Assessing and processing short term assignment requests. • Being the first point of contact for all relocation-related queries and escalations that are raised via Client internal ticket system and resolving in a timely manner. • Auditing and ensuring accuracy of relocation package types for eligible candidates. • Preparing exception requests to be reviewed by the client contacts. • Updating Client database to facilitate timely payments of relocation bonuses to relocating employees. • Auditing and submitting monthly Benefits-In-Kind report before payroll cut-off onto ensure relocating employees receive the correct tax-gross ups.

• Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. • Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. • Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. • Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. • Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. • Regularly update and manage communication with all parties involved in the transaction. • Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.

• Serve as a crucial liaison and essential contact for the Vice President of Global Luxury and a team of Luxury Marketing Managers and Specialists in the United States for Coldwell Banker Realty. • Actively contribute to the achievement of key luxury marketing objectives and goals. • Collaborate with agents and Local Operating Companies while upholding Coldwell Banker and Coldwell Banker Global Luxury® program’s established brand and image. • Drive the luxury strategy for the company and measure success. • Support multiple metros and regions, working with senior leadership.

• Ensures successful national vendor management implementations including workflow process development, performance metric development and maintenance, operational issue management resolution for ongoing relationships, planned initiatives to achieve cost savings for direct operations or national centralization initiatives. • Establish and maintain national agreements including SOWs and MSAs and national BPO with a responsibility to track, measure, report and evaluate vendor performance for assigned implementations. • Support existing vendor and SOW updates and provide training to local teams to ensure compliance and standardization. • Negotiating product pricing and contracts • Ensure company requirements for due diligence and risk assessment monitoring are being accomplished. • Troubleshoot vendor problems. • Collaborate with IT to assure vendor partners are effectively managed and maintained access to our systems. • Support to explore expansion across new business lines.

• Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. • Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. • Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. • Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. • Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. • Regularly update and manage communication with all parties involved in the transaction. • Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.

• Perform non-licensed administrative tasks for real estate agents. Identify and manage the contractual dates and deadlines and ensure the transaction is closed in a timely, efficient, and accurate manner. • Collaborate closely with agent services department, agents or other third parties to ensure all proper documentation has been received for compliance in the transaction file in the appropriate systems. • Organize all transaction details in applicable systems while providing continuous updates to the agent, client and third parties. • Serve as all deal stakeholder’s point-of-contact for agents and their clients through closing, which includes obtaining documentation or information needed for clear to close. • Own and execute full end-to-end transaction processing by entering transaction-related expenses, verifying accuracy of details, preparing commission invoices, calculating and finalizing commission payments, and proactively resolving discrepancies to ensure timely and accurate agent payouts. • Regularly update and manage communication with all parties involved in the transaction. • Prioritize service to the agent and all parties with a positive and engaging attitude to create a seamless experience.

• Maintain an assigned caseload, while delivering impeccable customer service to external and internal customers. • Provide primary coordination for all phases of relocation activities on behalf of client as outlined in contractual agreement. Provide exemplary customer service to transferee and his/her family. • Demonstrates knowledge of Cartus' products and services in all interactions with client and customer. • Coordinate / Facilitate Cartus' core products and services to assigned customers according to prescribed Cartus standards. • Recognize and identify cross-selling opportunities based on transferees needs to generate new sources of revenue. • Ensure data integrity in all Cartus systems. • Maintain compliance with Cartus' corporate policies, programs, and standards. • Ensure that supplier partners perform all necessary tasks related to the sale and closing of each property. • Establish effective working relationship with Network and Non-Network brokers in implementation of primary functions. • Coordinate ordering, review, analysis of agent prepared BMAs and property action plans. • Coordinate development of agents property action plan and market updates as required by specific client contracts and programs. • Serve as an objective real estate subject matter expert and resource to internal and external customers. • Maintain working knowledge of corporate client policy in management of critical marketing information and events.

• Planning, scheduling, and delivering technology and real estate education (or other topics as assigned by management) for customers and staff of Independence Title (primarily in-person) • Assisting with the preparation and distribution of announcements and promotions about educational opportunities • Monitoring the real estate industry to maintain relevance in the education sector • Attending and participating in team meetings • Traveling to other markets where Independence has a presence for training, meetings with other education team members, or providing classes as needed

• Serve as the single point of coordination for all phases of international assignment activities on behalf of the client, as outlined in the contractual agreement. Provide exceptional customer service to assignees and their families. • Demonstrate comprehensive knowledge of Cartus products and services in all interactions, delivering these services to clients according to Cartus and client standards. • Counsel assignees on the best utilization of international assignment program benefits. • Identify areas for improvement in services, processes, and policies, and promote opportunities to generate increased revenue. • Manage and maintain data within Cartus systems to comply with audit requirements.

• Planning, scheduling, and delivering technology and real estate education for customers and staff of Independence Title • Assisting with the preparation and distribution of announcements and promotions about educational opportunities • Monitoring the real estate industry to maintain relevance in the education sector • Attending and participating in team meetings • Traveling to other markets where Independence has a presence for training, meetings with other education team members, or providing classes as needed